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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,894 | $80,812-11.0% | $160,784-55.3% | $82,448-12.8% |
| Participation rate | 48.3% | 66.2%-18.0pp | 77.0%-28.7pp | 68.1%-19.8pp |
| Annual return | 12.85% | 100.59%-87.7pp | 1803.92%-1791.1pp | 41.64%-28.8pp |
| Employer contribution / active EE | $589 | $2,174-72.9% | $3,733-84.2% | $2,551-76.9% |
| Participant deferral / active EE | $2,022 | $4,335-53.4% | $6,293-67.9% | $4,139-51.2% |
| Admin fee / account holder | $2,017 | $7,695-73.8% | $9,717-79.2% | $7,234-72.1% |